HomeMy WebLinkAbout06-22-12NOTICE OF INHERITANCE TAX
rr~rz~~!;Qi~/~y 1~, ALLOWANCE OR DISALLOWANCE
BUREAU OF INDIVIDUAL TAXES ~'~t
, .~_~
INHERITANCE TAX DIVISION ~~ ~ ~1~TIONS AND ASSESSMENT OF TAX
PO BOX 280601 ~~`'hu„L f ~~.'1~ ,!!_a.'J
HARRISBURG PA 17128-0601
:~;~_ _
Pennsylvania ~ ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
~`~.~u~ L2 ~~~,~; ~~ DATE 06-18-2012
ESTATE OF HOUCK AGNES C
DATE OF DEATH 04-28-2011
'-''--`~-'~~'--'' FILE NUMBER 21 11-0547
ORPH,~1'~ v~..w ti COUNTY CUMBERLAND
KEITH D WAGNER CUMBERLANp GQ., pq ACN 101
6 E MAIN ST APPEAL DATE: 08-17-2012
PO BOX 323 (See reverse side under Objections)
PALMYRA PA 17078-1710 Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT T0:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ~1 RETAIN LOWER PORTION FOR YOUR RECORDS E~
-------------------------------------------------------------------------------------------
REV-1547 EX AFP C12-11~ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF: HOUCK AGNES (FILE N0.:21 11-0547 ACN: In) nerF~ n~_,st_~n,~
TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED
APPRAI SED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) .00
NOTE: To ensure proper
2. Stocks and Bonds (Schedule B) (2) .00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
of this form with your
4. Mortgages/Notes Receivable (Schedule D) (4) .00
tax payment.
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 74,326.41
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total assets (8) 74.326.41
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (q) 6.248.07
10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 16.978.37
11. Total Deductions (11) 23,226.44
12. Net Value of Tax Return (12) 51 , 099.97
13. Charitable/Governmental Bequests; Non-elected 9113 Tr usts (Schedule J) C13) 50,8 49.97
14. Net Value of Estate Subject to Tax (14) 250.00
NOTE: If an assessment was issued previously, li nes 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate C15) .00 X 00 - .00
16. Amount of Line 14 taxable at Lineal/Class A rate (16) .00 x 04 5 = .00
17. Amount of Line 14 at Sibling rate (17) n 0 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (IS) 250.00 X 15 - 37.50
19. Principal Tax Due (19)= 37.50
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+)
DATE
NUMBER
INTEREST/PEN PAID (-) AMOUNT PAID
01-24-2012 CD015508 .00 37.50
TOTAL TAX PAYMENT 37.50
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
* IF PAID AFTER DATE INDICATED, SEE REVERSE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ~n